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tools/templates

  • Whitepaper: Essentials for Strategically Managing Credit in Any Economic Environment

    Tool

    A Best Practice (with new ideas) You Can Apply Now

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    Related content: Portfolio Management

  • Template: Credit Policy and Processes Manual

    Tool

    A frame work and draft credit policy that can be used in its entirety or in parts by any company looking to set up a policy procedure manual.

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    Related content: Portfolio Management

  • Standard Ratios

    Tool

    Liquity Ratios

    • current Ratio
    • Acid Test

    Debit - Equity Ratios

    • Current Debt to Tangible Net Worth
    • Total Debt to Tangible Net Worth
    • Working Capital
    • Net Worth

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    Related content: Financial Analysis

  • Sample Credit Application

    Tool

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    Related content: Portfolio Management


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